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SPDR Portfolio S&P 500 Value ETF
SPYV

Overview Fund Activity

1,001 hedge funds and large institutions have $21.7B invested in SPDR Portfolio S&P 500 Value ETF in 2025 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 446 increasing their positions, 338 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,001
Holders Change
-10
Holders Change %
-0.99%
% of All Funds
13.6%
Holding in Top 10
170
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+9.68%
% of All Funds
2.31%
New
75
Increased
446
Reduced
338
Closed
64
Calls
$13.1M
Puts
$1.41M
Net Calls
+$11.7M
Net Calls Change
-$4.26M

Top Buyers

1
CWM
Connecticut Wealth Management
Connecticut
+$140M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$114M
3
LPL Financial
LPL Financial
California
+$70.9M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$69.5M
5
DWM
Dynasty Wealth Management
Florida
+$55.3M

Top Sellers

1
AF
Allworth Financial
California
-$203M
2
IAA
Independent Advisor Alliance
North Carolina
-$77.9M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$57.4M
4
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$48.5M
5
HI
Horizon Investments
North Carolina
-$37.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BP
751
Ballentine Partners
Massachusetts
$324K – – –
SCTC
752
Sanibel Captiva Trust Company
Florida
$324K +$91.7K +1,795 +39%
OSNBOA
753
Old Second National Bank of Aurora
Illinois
$322K -$13.1K -257 -4%
CA
754
Claro Advisors
Massachusetts
$322K +$322K +6,299 New
HCM
755
Hengehold Capital Management
Ohio
$319K -$299K -5,848 -48%
LC
756
LCNB Corp
Ohio
$319K +$63.8K +1,250 +25%
GM
757
GeoWealth Management
Illinois
$318K -$7.03M -137,617 -96%
KCFA
758
Key Client Fiduciary Advisors
New Jersey
$318K +$53.6K +1,049 +20%
CIA
759
Cape Investment Advisory
Georgia
$314K -$42.5K -832 -12%
BI
760
Berkeley Inc
Idaho
$312K – – –
CFP
761
Catalyst Financial Partners
Massachusetts
$311K +$311K +6,092 New
IC
762
IEQ Capital
California
$306K +$306K +5,995 New
FWM
763
Focused Wealth Management
New York
$306K -$19K -372 -6%
FG
764
Fiduciary Group
Georgia
$304K -$66.4K -1,301 -18%
SWA
765
Sax Wealth Advisors
New Jersey
$303K +$3.17K +62 +1%
ESB
766
Essex Savings Bank
Connecticut
$302K -$2.81K -55 -0.9%
SWIM
767
Smallwood Wealth Investment Management
New Jersey
$301K – – –
PIA
768
Pinion Investment Advisors
Kansas
$300K -$1.94K -38 -0.6%
GA
769
GoalVest Advisory
New York
$299K -$2.96K -58 -1%
HFO
770
Heritage Family Offices
Arizona
$297K – – –
FCT
771
First Community Trust
Iowa
$296K – – –
WMWM
772
Wilkins Miller Wealth Management
Alabama
$296K +$83K +1,625 +39%
RFA
773
Reyes Financial Architecture
California
$293K – – –
MAM
774
MMA Asset Management
Pennsylvania
$293K -$3.27K -64 -1%
AC
775
AlphaCore Capital
California
$293K +$293K +5,731 New
29 30
31
32 33